Thomas Schorn
August Market Review
On Friday, the S&P 500 index closed out August in positive territory. The achievement was especially impressive considering the plunge...
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Thomas Schorn
Aug 3
July Market Review
July allowed several markets to move into new all-time highs. However, the market became turbulent in the second half of the month, with...
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Thomas Schorn
May 4
April Market Review
I skipped the market review for March due to commitments for tax season and requirements in an equity analysis class. March was a...
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Thomas Schorn
Mar 2
February Market Review
Powered by positive earnings surprises and solid economic data, the S&P 500 closed above 5,000 for the first time on February 9. The S&P...
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Thomas Schorn
Feb 3
Monthly Market Review
January’s Market Review The first month of 2024 is already complete. The S&P 500 finished the month up 1.6%, The Dow Jones Industrials...
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Thomas Schorn
Jan 1
Monthly Market Review
December's Market Review Falling interest rates helped spark a remarkable year-end rally, which shifted into overdrive in December when...
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Thomas Schorn
Dec 3, 2023
Monthly Market Review
Many clients have taken our bi-annual survey over the last fifteen months, which helps us determine where we can improve. Based on these...
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Thomas Schorn
Oct 24, 2023
Stock Market Returns Following Geopolitical Conflicts
The chart below illustrates 11 points in history where we experienced a peak in the Geopolitical Risk Index, and it shows the return of...
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Thomas Schorn
Oct 20, 2022
7 Charts You Need to Read
Investing and staying invested during periods of volatility can be difficult. Gaining a historical perspective can help expectations and...
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Thomas Schorn
Jul 28, 2022
Should I Buy I Bonds
I Bonds are bonds issued by the U.S Treasury that earn interest based on a fixed rate and a variable rate that is adjusted twice a year...
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Thomas Schorn
May 24, 2022
Thinking Well
Thinking well is a superpower. It's not a character trait that receives much attention, but I'd argue it's what matters. All other...
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Thomas Schorn
May 21, 2022
The Market Has Witnessed Record Volatility Lately
It’s no secret that markets have been gyrating over the last few weeks as investors have focused on inflation. In our opinion, volatility...
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Thomas Schorn
Mar 15, 2022
Russia + Inflation + Interest = ?
It's no secret that the underlying market dynamics have changed over the past month due to geopolitical forces potentially causing a...
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Thomas Schorn
Mar 3, 2022
Colliding Forces: Russia, Oil, Inflation, and Market Volatility
The Russian invasion of Ukraine has drawn condemnation and punitive sanctions from the United States, Europe, and their allies. The...
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Thomas Schorn
Jan 6, 2022
The Fed Pivots to Fight Inflation
On December 15, 2021, the Federal Open Market Committee (FOMC) of the Federal Reserve System made a significant shift in monetary...
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Thomas Schorn
Jul 8, 2021
Should You Be Concerned About Inflation?
If you pay attention to financial news, you probably see a lot of discussion about inflation, which has reared its head in the U.S....